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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,037 | $54,353+264.4% | $82,726+139.4% | $68,498+189.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | 40.86% | -13.67%+54.5pp | 701.33%-660.5pp | -7.84%+48.7pp |
| Employer contribution / active EE | $5,899 | $2,218+165.9% | $3,009+96.0% | $2,596+127.2% |
| Participant deferral / active EE | $0 | $3,246-100.0% | $4,394-100.0% | $4,027-100.0% |
| Admin fee / account holder | $3,806 | $4,396-13.4% | $5,328-28.6% | $5,403-29.5% |